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Billing Cycle Updates

Written by Krystle Thornton

There are several days to review a patient's current billing cycle, as well as make adjustments.

To Review a Patient's Current Billing Cycle:

  1. Navigate to Patients

  2. Search Patient's Name

  3. Click on Patient

  4. Toggle over to Memberships & Billing (top right hand corner)

  5. In the Memberships & Packages section click Edit

  6. In the Summary section, you can see:

    1. Start Date

    2. Next Bill Due

    3. Whether the patient is billed Monthly, Quarterly or Annually

Note: You can also view the patient's membership/billing information from the Membership Report. See more information here.

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